See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $446,876 | $82,664+440.6% | $125,339+256.5% | $68,494+552.4% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -8.40% | -5.97%-2.4pp | 572.05%-580.5pp | -7.84%-0.6pp |
| Employer contribution / active EE | $15,380 | $3,381+354.9% | $4,814+219.5% | $2,596+492.4% |
| Participant deferral / active EE | $10,939 | $6,110+79.0% | $7,446+46.9% | $4,027+171.6% |
| Admin fee / account holder | $10,294 | $6,275+64.0% | $10,010+2.8% | $5,403+90.5% |